UNITED CAPITAL FINANCIAL ADVISORS, LLC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$12.1B

Holdings

1,060

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (1,060 positions)

#	Stock	Shares	Value	% Portfolio
301	PRUPRUDENTIAL FINANCIAL INC	37,580	$3.0M	0.02%
302	APTVAPTIV PLC	40,070	$3.0M	0.02%
303	AVTRAVANTOR INC	148,137	$3.0M	0.02%
304	DWDMORGAN STANLEY	39,039	$3.0M	0.02%
305	USBUS BANCORP	73,186	$3.0M	0.02%
306	IBDRISHARES IBONDS DEC 2026 TERM C	162,927	$3.0M	0.02%
307	VCITVANGUARD INTERMEDIATE-TERM COR	48,346	$3.0M	0.02%
308	IWPISHARES RUSSELL MID-CAP GROWTH	31,656	$3.0M	0.02%
309	VALEVALE SA	245,653	$3.0M	0.02%
310	COFCAPITAL ONE FINANCIAL CORP	24,870	$3.0M	0.02%
311	SCHWCHARLES SCHWAB CORP/THE	48,213	$3.0M	0.02%
312	AQLTISHARES IBONDS DEC 2025 TERM T	145,223	$3.0M	0.02%
313	EFAVISHARES MSCI EAFE MIN VOL FACT	50,132	$3.0M	0.02%
314	KMBKIMBERLY-CLARK CORP	30,226	$3.0M	0.02%
315	CWISPDR MSCI ACWI EX-US ETF	111,383	$3.0M	0.02%
316	TFCTRUIST FINANCIAL CORP	101,200	$3.0M	0.02%
317	XLIINDUSTRIAL SELECT SECTOR SPDR	28,000	$3.0M	0.02%
318	AMLPALERIAN MLP ETF	87,218	$3.0M	0.02%
319	DYHTARGET CORP	26,398	$3.0M	0.02%
320	MNSTMONSTER BEVERAGE CORP	60,604	$3.0M	0.02%
321	CMFISHARES CALIFORNIA MUNI BOND E	62,355	$3.0M	0.02%
322	DVYEISHARES EMERGING MARKETS DIVID	128,510	$3.0M	0.02%
323	CDNSCADENCE DESIGN SYSTEMS INC	11,976	$3.0M	0.02%
324	MMM3M CO	28,191	$3.0M	0.02%
325	MCHPMICROCHIP TECHNOLOGY INC	34,409	$3.0M	0.02%
326	ELVELEVANCE HEALTH INC	7,710	$3.0M	0.02%
327	DUKDUKE ENERGY CORP	33,101	$3.0M	0.02%
328	AZNASTRAZENECA PLC	52,223	$3.0M	0.02%
329	CRWDCROWDSTRIKE HOLDINGS INC	12,981	$3.0M	0.02%
330	SPGSIMON PROPERTY GROUP INC	23,694	$3.0M	0.02%
331	GSKGSK PLC	107,280	$3.0M	0.02%
332	MDYSPDR S&P MIDCAP 400 ETF TRUST	6,925	$3.0M	0.02%
333	NSCNORFOLK SOUTHERN CORP	9,256	$2.0M	0.02%
334	VIGIVANGUARD INTERNATIONAL DIVIDEN	29,608	$2.0M	0.02%
335	TBLLINVESCO SHORT TERM TREASURY ET	26,147	$2.0M	0.02%
336	EEMISHARES MSCI EMERGING MARKETS	62,171	$2.0M	0.02%
337	AMJEURJPMORGAN ALERIAN MLP INDEX ETN	92,000	$2.0M	0.02%
338	LHXL3HARRIS TECHNOLOGIES INC	10,562	$2.0M	0.02%
339	EPDENTERPRISE PRODUCTS PARTNERS L	110,069	$2.0M	0.02%
340	EGBNEAGLE BANCORP INC	93,478	$2.0M	0.02%
341	VTEBVANGUARD TAX-EXEMPT BOND INDEX	42,765	$2.0M	0.02%
342	MGKVANGUARD MEGA CAP GROWTH ETF	10,231	$2.0M	0.02%
343	IWOISHARES RUSSELL 2000 GROWTH ET	8,072	$2.0M	0.02%
344	MUMICRON TECHNOLOGY INC	30,265	$2.0M	0.02%
345	DOWDOW INC	50,043	$2.0M	0.02%
346	SHELSHELL PLC	43,651	$2.0M	0.02%
347	MCKMCKESSON CORP	5,171	$2.0M	0.02%
348	PCARPACCAR INC	22,398	$2.0M	0.02%
349	MDBMONGODB INC	5,355	$2.0M	0.02%
350	MPCMARATHON PETROLEUM CORP	15,937	$2.0M	0.02%
351	TFISPDR NUVEEN BLOOMBERG MUNICIPA	44,014	$2.0M	0.02%
352	DDDUPONT DE NEMOURS INC	28,566	$2.0M	0.02%
353	VLTOVERALTO CORP	34,519	$2.0M	0.02%
354	NYCBEURNEW YORK COMMUNITY BANCORP INC	212,157	$2.0M	0.02%
355	WMWASTE MANAGEMENT INC	15,970	$2.0M	0.02%
356	BSXBOSTON SCIENTIFIC CORP	43,133	$2.0M	0.02%
357	VGTVANGUARD INFORMATION TECHNOLOG	5,090	$2.0M	0.02%
358	AFLAFLAC INC	33,107	$2.0M	0.02%
359	ABNBAIRBNB INC	17,183	$2.0M	0.02%
360	PNCPNC FINANCIAL SERVICES GROUP I	14,814	$2.0M	0.02%
361	BDXBECTON DICKINSON & CO	9,192	$2.0M	0.02%
362	GQ9SPDR GOLD SHARES	11,942	$2.0M	0.02%
363	WMBWILLIAMS COS INC/THE	72,793	$2.0M	0.02%
364	IAUISHARES IBONDS DEC 2025 TERM M	106,231	$2.0M	0.02%
365	LVLNSPDR S&P REGIONAL BANKING ETF	49,791	$2.0M	0.02%
366	EAGGISHARES ESG AWARE U.S. AGGREGA	45,653	$2.0M	0.02%
367	NUENUCOR CORP	14,831	$2.0M	0.02%
368	SUSCISHARES ESG AWARE USD CORPORAT	104,480	$2.0M	0.02%
369	CTSHCOGNIZANT TECHNOLOGY SOLUTIONS	26,648	$2.0M	0.02%
370	SAPSAP SE	14,711	$2.0M	0.02%
371	EWEDWARDS LIFESCIENCES CORP	30,706	$2.0M	0.02%
372	KLACKLA CORP	4,684	$2.0M	0.02%
373	MGVVANGUARD MEGA CAP VALUE ETF	23,710	$2.0M	0.02%
374	PGRPROGRESSIVE CORP/THE	13,597	$2.0M	0.02%
375	BPBP PLC	56,511	$2.0M	0.02%
376	VPUVANGUARD UTILITIES ETF	15,475	$2.0M	0.02%
377	USXFISHARES ESG ADVANCED MSCI USA	72,281	$2.0M	0.02%
378	BNDVANGUARD TOTAL BOND MARKET ETF	30,455	$2.0M	0.02%
379	TTTRANE TECHNOLOGIES PLC	8,280	$2.0M	0.02%
380	FDXFEDEX CORP	8,022	$2.0M	0.02%
381	SNPSSYNOPSYS INC	4,944	$2.0M	0.02%
382	IBMPISHARES IBONDS DEC 2027 TERM M	108,923	$2.0M	0.02%
383	WELLWELLTOWER INC	22,799	$2.0M	0.02%
384	MCOMOODY'S CORP	7,341	$2.0M	0.02%
385	PYPLPAYPAL HOLDINGS INC	35,705	$2.0M	0.02%
386	SPMDSPDR PORTFOLIO S&P 400 MID CAP	41,746	$2.0M	0.02%
387	SNOWSNOWFLAKE INC	10,230	$2.0M	0.02%
388	MRSHMARSH & MCLENNAN COS INC	15,143	$2.0M	0.02%
389	AQLTISHARES IBONDS DEC 2024 TERM M	84,695	$2.0M	0.02%
390	IDEVISHARES CORE MSCI INTERNATIONA	39,279	$2.0M	0.02%
391	IBMOISHARES IBONDS DEC 2026 TERM M	109,844	$2.0M	0.02%
392	IBMQISHARES IBONDS DEC 2028 TERM M	106,046	$2.0M	0.02%
393	YUMYUM! BRANDS INC	17,364	$2.0M	0.02%
394	DFASDIMENSIONAL US SMALL CAP ETF	38,240	$2.0M	0.02%
395	SCHMSCHWAB U.S. MID-CAP ETF	37,202	$2.0M	0.02%
396	VOTVANGUARD MID-CAP GROWTH ETF	12,800	$2.0M	0.02%
397	AEPAMERICAN ELECTRIC POWER CO INC	18,602	$1.0M	0.01%
398	BKBANK OF NEW YORK MELLON CORP/T	32,021	$1.0M	0.01%
399	TMTOYOTA MOTOR CORP	7,783	$1.0M	0.01%
400	WHRWHIRLPOOL CORP	12,645	$1.0M	0.01%

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